Filed December 2, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,493 | $86,791+96.4% | $115,037+48.2% | $59,188+188.1% |
| Participation rate | 99.5% | 72.8%+26.7pp | 81.4%+18.2pp | 69.4%+30.1pp |
| Annual return | 11.63% | 4.44%+7.2pp | 26.14%-14.5pp | 5.51%+6.1pp |
| Employer contribution / active EE | $2,648 | $2,950-10.2% | $4,608-42.5% | $2,098+26.2% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |